The Tech Savvy Lawyer

My next guest is Allison Johs, former Chair of the ABA Legal Technology Resource Center and founder of Legal Ease Consulting. 🎯 Allison has spent nearly two decades helping law firms prevent "lawyer meltdown" by guiding them through digital transformation, boosting productivity, and providing practical tech solutions for modern legal professionals. With 15 years of practicing law and experience growing a firm from 15 to over 50 attorneys, Allison brings real-world expertise to the challenges lawyers face when balancing technology adoption with successful client service. Join Allison Johs and me as we discuss the following three questions and more! 🤔 What are the top three foundational mistakes lawyers make when implementing new legal technology, and how can solo and small firms avoid these pitfalls to ensure their technology investments actually improve their practice rather than just create additional complexity? What are your top three recommendations for lawyers who want to responsibly integrate AI into their practice while maintaining ethical compliance and ensuring client confidentiality? What are the top three technology-driven strategies lawyers can implement immediately to automate routine tasks and reclaim billable hours? In our conversation, we cover the following: ⏱️ [00:00:00] – Episode introduction and guest welcome [00:01:00] – Allison's current tech setup: Dell laptop, HP all-in-one desktop, Logitech Brio webcam, Microsoft 365 [00:02:00] – Discussion of portable monitors (INNOCN) and dual-screen productivity setups [00:03:00] – Document scanning workflow with ScanSnap scanner and going paperless [00:04:00] – OCR considerations for different practice areas, Adobe Acrobat for occasional OCR needs [00:05:00] – Mistake #1: Not considering roles of all people who will use the technology in the firm [00:06:00] – Including staff input during technology selection and implementation [00:07:00] – Coaching resistant employees through technology adoption [00:08:00] – Addressing legitimate objections vs. fear of change; demonstrating value to staff [00:09:00] – Mistake #2: Not checking how new technology integrates with existing systems [00:10:00] – Hidden costs of technology transitions: running parallel systems for 6-8 months [00:11:00] – Budgeting for duplicate CRM/LPM subscriptions during migration [00:12:00] – Mistake #3: Failing to appropriately invest in ongoing training [00:13:00] – Training new hires and keeping up with subscription software updates [00:14:00] – AI Recommendation #1: Thoroughly investigate how AI tools handle data, security, and training [00:15:00] – AI Recommendation #2: Setting and strictly enforcing AI usage policies; mandatory human review [00:16:00] – The importance of reviewing AI outputs—lawyers should know precedents in their practice area [00:17:00] – AI Recommendation #3: Start with non-client-facing AI work (internal processes, marketing, financials) [00:18:00] – Ethical considerations: using AI on published court decisions for legal analysis [00:19:00] – Using AI to find contrary precedents and distinguishing cases [00:20:00] – Duty to supervise: real-world consequences when AI use goes wrong [00:21:00] – Automation Strategy #1: Appointment booking tools (Calendly, Microsoft Bookings) [00:22:00] – Automation Strategy #2: Templates, document assembly, AI chatbots for client intake [00:23:00] – Automation Strategy #3: Automated time tracking and AI-powered billing review [00:23:30] – Text Expander discussion: saving 2-5 hours weekly on repetitive typing [00:24:00] – Allison's top automation tools: Calendly, Microsoft Power Automate, Microsoft Bookings [00:25:00] – Discovering hidden features in Microsoft 365 (Ben Schorr webinar reference) [00:26:00] – Using AI for travel planning: Google AI for trip itineraries, Perplexity AI for route optimization [00:27:00] – Maximizing productivity during travel and conference attendance [00:28:00] – Where to find Allison: websites, social media, and YouTube channel Resources 📚 Connect with Allison Johs: 🌐 Website: LawyerMeltdown.com 📝 Blog: LegalEaseConsulting.com 📧 Email: Allison@LegalEaseConsulting.com 📞 Phone: 631-642-0221 💼 LinkedIn: linkedin.com/in/allisoncjohslegalease 📺 YouTube: Legal Ease Consulting, Inc. Mentioned in the Episode: 📖 ABA Legal Technology Resource Center – americanbar.org/groups/departments_offices/legal_technology_resources 📖 How to Do More in Less Time (2nd Edition, 2023) – ABA Law Practice Division book co-authored by Allison Johs - https://www.amazon.com/How-More-Less-Time-Productivity/dp/1639052283 📖 Make LinkedIn Work for You: A Practical Handbook for Lawyers and Other Legal Professionals – Co-authored with Dennis Kennedy - https://www.amazon.com/Make-LinkedIn-Work-You-Professionals/dp/1734076321 👤 Ben Schorr – Microsoft 365 expert, now with Affinity Consulting Group - https://www.affinityconsulting.com/team/ben-m-schorr/ 🏛️ Universal Migrator – CRM/LPM data migration tool - https://www.universalmigrator.com/ Hardware Mentioned in the Conversation: 💻 Dell Laptop - https://www.dell.com/en-us/shop/dell-laptops/scr/laptops?_gl=1*78tbrz*_up*MQ..*_gs*MQ..&gclid=EAIaIQobChMIgerxro6QkQMVdUpHAR0BUBUOEAAYASAAEgJ_R_D_BwE&gclsrc=aw.ds 🖥️ HP All-in-One Desktop Computer - https://www.hp.com/us-en/shop/vwa/desktops/form=All-in-One 🖥️ INNOCN Portable Monitor (1080p mobile screen) – innocn.com 📷 Logitech Brio Webcam (4K with built-in microphone) – logitech.com/brio 🖨️ HP Printer - https://www.hp.com/us-en/shop/vwa/printers 📄 Fujitsu ScanSnap Scanner (duplex document scanner) – scansnap.com Software & Cloud Services Mentioned in the Conversation: ☁️ Microsoft 365 – microsoft.com/microsoft-365 ⚡ Microsoft Power Automate – powerautomate.microsoft.com 📅 Microsoft Bookings – microsoft.com/bookings 📅 Calendly – calendly.com 💬 Zoom – Video conferencing platform - zoom.com 📄 Adobe Acrobat (for occasional OCR) – adobe.com/acrobat ⌨️ TextExpander – textexpander.com 🤖 ChatGPT – OpenAI's AI assistant - https://chatgpt.com 🤖 Microsoft Copilot – AI assistant integrated with Microsoft 365 - https://copilot.microsoft.com/ 🔍 Google AI – For travel planning and itineraries - https://ai.google/ 🔍 Perplexity AI – AI-powered search engine – perplexity.ai ⚖️ Lexis+ AI – Legal research AI tool – lexisnexis.com/lexis-plus-ai

📌 Too Busy to Read This Week's Editorial? Join us for a professional deep dive into essential tech strategies for AI compliance in your legal practice. 🎙️ This AI-powered discussion unpacks the November 17, 2025, editorial, MTC: The Hidden AI Crisis in Legal Practice: Why Lawyers Must Unmask Embedded Intelligence Before It's Too Late! with actionable intelligence on hidden AI detection, confidentiality protocols, ethics compliance frameworks, and risk mitigation strategies. Artificial intelligence has been silently operating inside your most trusted legal software for years, and under ABA Formal Opinion 512, you bear full responsibility for all AI use, whether you knowingly activated it or it came as a default software update. The conversation makes complex technical concepts accessible to lawyers with varying levels of tech expertise—from tech-hesitant solo practitioners to advanced users—so you'll walk away with immediate, actionable steps to protect your practice, your clients, and your professional reputation. In Our Conversation, We Cover the Following 00:00:00 - Introduction: Overview of TSL Labs initiative and the AI-generated discussion format 00:01:00 - The Silent Compliance Crisis: How AI has been operating invisibly in your software for years 00:02:00 - Core Conflict: Understanding why helpful tools simultaneously create ethical threats to attorney-client privilege 00:03:00 - Document Creation Vulnerabilities: Microsoft Word Co-pilot and Grammarly's hidden data processing 00:04:00 - Communication Tools Risks: Zoom AI Companion and the cautionary Otter.ai incident 00:05:00 - Research Platform Dangers: Westlaw and Lexis+ AI hallucination rates between 17-33% 00:06:00 - ABA Formal Opinion 512: Full lawyer responsibility for AI use regardless of awareness 00:07:00 - Model Rule 1.6 Analysis: Confidentiality breaches through third-party AI systems 00:08:00 - Model Rule 5.3 Requirements: Supervising AI tools with the same diligence as human assistants 00:09:00 - Five-Step Compliance Framework: Technology audits and vendor agreement evaluation 00:10:00 - Firm Policies and Client Consent: Establishing protocols and securing informed consent 00:11:00 - The Verification Imperative: Lessons from the Mata v. Avianca sanctions case 00:12:00 - Billing Considerations: Navigating hourly versus value-based fee models with AI 00:13:00 - Professional Development: Why tool learning time is non-billable competence maintenance 00:14:00 - Ongoing Compliance: The necessity of quarterly reviews as platforms rapidly evolve 00:15:00 - Closing Remarks: Resources and call to action for tech-savvy innovation Resources Mentioned in the Episode ABA Formal Opinion 512 (July 29, 2024): Ethical guidance on generative artificial intelligence tools - https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf Model Rule 1.1 (Competence) - Understanding benefits and risks of relevant technology - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_8_current_clients_specific_rules/ Model Rule 1.6 (Confidentiality) - Preventing unauthorized disclosure of client information - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/ Model Rule 5.3 (Supervision) - Supervising non-human assistance including AI - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_3_responsibilities_regarding_nonlawyer_assistant/ Model Rule 1.4 (Communication) - Informing clients about AI use and obtaining consent - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_4_communications/ Mata v. Avianca Case - Landmark sanctions case involving AI-generated fabricated citations - https://law.justia.com/cases/federal/district-courts/new-york/nysdce/1:2022cv01461/575368/54/ Stanford Research - Documented AI hallucination rates between 17-33% in legal tools - https://dho.stanford.edu/wp-content/uploads/Legal_RAG_Hallucinations.pdf Software & Cloud Services Mentioned in the Conversation Adobe Acrobat AI Assistant - Automatic document analysis and summarization tool - https://www.adobe.com/acrobat.html Clio - Legal practice management platform with AI features - https://www.clio.com Google Notebook AI - AI discussion generation tool used to create this episode - https://notebooklm.google.com Grammarly - AI writing assistant analyzing email and document content - https://www.grammarly.com Lexis+ AI - AI-enhanced legal research platform - https://www.lexisnexis.com Microsoft Word Co-pilot - AI-powered writing assistant with substantive editing capabilities - https://www.microsoft.com/microsoft-365/word Otter.ai - AI meeting assistant and transcription service - https://otter.ai Smokeball - Practice management with Auto Time AI billing - https://www.smokeball.com Westlaw - Legal research platform with embedded generative AI - https://legal.thomsonreuters.com/en/products/westlaw Zoom AI Companion - Meeting transcription and analysis service - https://www.zoom.com

📌 Too Busy to Read This Week's Editorial? Join us for an emergency professional deep dive into essential tech strategies for air travel during government shutdowns and travel disruptions. 🛫 This AI-powered roundtable unpacks Michael D.J. Eisenberg's critical editorial with actionable intelligence on real-time flight tracking, data security protocols, connectivity redundancy, and power management. Whether you're a legal professional navigating travel chaos or anyone managing disruptions during system-wide stress, discover how to transform from reactive scrambling to proactive control—turning travel crises into manageable projects you command. Learn the five professional-grade rules that separate those who navigate disruptions from those who get derailed. In our conversation, we cover the following: 00:00:00 – Introduction: Welcome to Tech Savvy Lawyer Labs Emergency BOLO 00:01:00 – Travel Chaos as the New Normal: System Volatility & Professional Vulnerability 00:02:00 – Flight Schedule Control: The Illusion & Reality of Travel Disruptions 00:02:00 – Extreme Volatility in Air Travel: Cascading Flight Cancellations & Customer Service Chaos 00:02:00 – Real-Time Flight Tracking Strategy: Flightradar24 & FlightAware Intelligence Systems 00:02:00 – Backup Flight Monitoring: Multi-Carrier Surveillance Strategy (Delta, United, American) 00:03:00 – Proactive Intelligence vs. Reactive Response: One-Hour Lead Time Advantage 00:03:00 – Early Rebooking Strategy: First and Second Choice Flight Selection 00:03:00 – Trusted Traveler Programs: TSA PreCheck & Time Investment ROI 00:03:00 – TSA PreCheck Value: $78 for Five Years & Security Line Efficiency 00:03:00 – Global Entry: $100 for Five Years with International Customs Acceleration 00:04:00 – Trusted Traveler Planning: Background Checks, Interviews & Months-Ahead Application 00:04:00 – Public WiFi Malpractice Alert: Data Security & Vulnerability Assessment 00:04:00 – Personal Mobile Hotspot: Cellular Encryption Over Public Networks 00:05:00 – Dual Carrier Coverage: eSIM Technology & Connectivity Insurance 00:05:00 – Dual SIM Implementation: T-Mobile & Verizon Redundancy Strategy Without Two Phones 00:05:00 – eSIM Digital Technology: Two Active Lines on One Device 00:05:00 – Prepaid Data Plan Strategy: Coffee-Price Monthly Cost for Connectivity Backup 00:06:00 – VPN Non-Negotiables: Encrypted Tunnel & Automatic Connection Protocol 00:06:00 – VPN Automatic Startup: Device Initialization & All-Device Coverage (Phone, Tablet, Laptop) 00:06:00 – International Travel Security: VPN Encryption & Surveillance Protection 00:07:00 – TSA-Approved Power Banks: 100 Watt-Hour Specifications & 27,000 mAh Ceiling 00:07:00 – Laptop Charging: 100-Watt USB-C Power Bank Requirements (MacBook Pro) 00:07:00 – Multi-Device Charging: Simultaneous Laptop, Phone & Tablet Power Delivery 00:07:00 – Smart Power Display: Charging Speed Monitoring & Juice Rationing 00:07:00 – Surge Protector Safety: Airport Outlet Protection & Device Insurance 00:08:00 – Airport Lounges: Priority Pass Access & Productivity Sanctuaries (1,300+ Worldwide) 00:08:00 – Travel Credit Card Benefits: Complimentary Lounge Visits Strategy 00:08:00 – Conference Call Chaos: Professional Communication Environment Solutions 00:08:00 – Noise-Canceling Headphones: Sony XM5 & Bose QuietComfort Professional Focus 00:08:00 – Battery Life Requirements: 30-40 Hour Endurance for Extended Delays 00:09:00 – Offline Access Mandate: Pre-Departure Critical File Downloads 00:09:00 – Six-Hour Offline Capability: Zero-Connectivity Work Strategy 00:09:00 – Adobe Scan App: OCR Technology & Mobile Document Management 00:10:00 – Adobe Ecosystem Syncing: Cross-Device Workflow & E-Signature Integration 00:10:00 – Apple Ecosystem Continuity: iPhone, iPad & MacBook Seamless Integration 00:10:00 – FileVault Encryption & Face ID: Built-In Security Non-Negotiables 00:11:00 – Five Professional-Grade Rules: Pre-Travel Checklist & Crisis Preparation 00:11:00 – Rule One: Full Device Charge Before Departure 00:11:00 – Rule Two: Offline Maps & Critical Files Downloaded Locally 00:11:00 – Rule Three: Screenshot Everything (Boarding Passes, Hotel, Car Rental) 00:11:00 – Rule Four: Distributed Charger Storage Across Multiple Bags for Backup Power 00:11:00 – Rule Five: Share Itinerary with Emergency Contact 00:11:00 – Post-Crisis Integration: Permanent Daily Workflow Implementation 00:11:00 – The Bigger Question: Crisis Tools as Permanent Professional Standards 00:12:00 – Transition to AI Ethics Discussion: Hidden AI Crisis in Legal Practice Teaser 00:14:00 – Conclusion: Tech Savvy Lawyer Labs Roundtable Summary & Resources Resources 📚 Mentioned in the episode: Global Entry (CBP Trusted Traveler Program): https://www.cbp.gov/travel/global-entry TSA PreCheck (Trusted Traveler Program): https://www.tsa.gov/precheck Hardware mentioned in the conversation: Bose QuietComfort Noise-Canceling Headphones: https://www.bose.com/en_us/products/headphones/over_ear_headphones/bose-quietcomfort-headphones.html Sony WH-1000XM5 Noise-Canceling Headphones: https://www.sony.com/electronics/headband-headphones/wh1000xm5 TSA-Approved Power Bank (100 Wh, USB-C): https://www.amazon.com/s?k=100+watt+hour+power+bank+usb-c Travel-Sized Surge Protector: https://www.amazon.com/s?k=travel+surge+protector Software & Cloud Services mentioned in the conversation: Adobe Document Cloud (Cross-Device Sync & E-Signature): https://documentcloud.adobe.com Adobe Scan App (Mobile Document Scanning & OCR): https://www.adobe.com/acrobat/mobile/scanner-app.html Apple FileVault (Device Encryption): https://support.apple.com/en-us/HT204837 Apple iCloud (File Sync & Continuity): https://www.icloud.com FlightAware (Real-Time Flight Tracking & Alerts): https://flightaware.com Flightradar24 (Real-Time Flight Tracking): https://www.flightradar24.com Priority Pass (Airport Lounge Access - 1,300+ Worldwide): https://www.prioritypass.com VPN Services (Research Provider Options): https://www.nerdwallet.com/article/apps/best-vpn

My next guest is Nikki Mehrpoo. She is a nationally recognized leader in AI governance for law practices, known for her practical, ethical, and innovation-focused strategies. Today, she details her Triple-E Protocol and shares key steps for safely leveraging AI in legal work. Join Nikki Mehrpoo and me as we discuss the following three questions and more! Based on your pioneering work with "Govern Before You Automate," what are the top three foundational steps every lawyer should take to implement AI responsibly, and what are the top three mistakes lawyers make with AI? What are your top three tips or tricks when using AI in your work? When assessing the next AI platform from a service provider, what are the top three questions lawyers should be asking? In our conversation, we cover the following: 00:00:00 – Welcome and guest's background 🌟 00:01:00 – Current tech setup and cloud-based workflows ☁️ 00:02:00 – Privacy and IP management, not client confidentiality 🔐 00:03:00 – Document deduplication with Effingo 📄 00:04:00 – Hardware: HP Omni Book 7 Laptop, HP monitors, iPhone 💻📱 00:05:00 – Efficiency tools: Text Expander, personal workflow shortcuts ⌨️ 00:06:00 – Balancing technology innovation and risk management ⚖️ 00:07:00 – Adapting to change, ongoing legal tech education 🧑‍💻 00:08:00 – Triple-E Framework: Educate, Empower, Elevate 🚀 00:09:00 – Governance, supervision duties, policy setting 🛡️ 00:10:00 – Human verification as a standard for all legal AI output 🧑‍⚖️ 00:12:00 – Real-world examples: AI hallucinations, bias, and due diligence ⚠️ 00:13:00 – IT vs. AI expertise, communicating across teams 🛠️ 00:14:00 – Chief AI Governance Officer, governance in legal innovation 🏛️ 00:15:00 – Global compliance, EU AI Act, international standards 🌐 00:16:00 – Hidden AI in legacy software, policy gaps 🔎 00:17:00 – Education as continuous legal responsibility 📚 00:18:00 – Better results through prompt engineering 🔤 00:19:00 – Verify, verify, verify: never trust without review ✔️ 00:20:00 – ABA Formal Opinion 512: standards for responsible legal AI 📜 00:21:00 – Nikki's Triple-E Protocol, governance best practices 📊 00:22:00 – Data origin, bias, and auditability in legal AI systems 🧩 00:23:00 – Frameworks for "govern before you automate" in legal workflows 🔒 00:24:00 – Importance of internal hosting and zero retention policies 🏢 00:25:00 – Maintaining confidentiality with third-party AI and HIPAA compliance 🤫 00:26:00 – Where to find Nikki and connect 🌐 Resources Connect with Nikki Mehrpoo Email: Nikki@MedLegalProfessor.AI Website: https://governbeforeyouautomate.ai Secondary Site: https://igoverai.com LinkedIn: https://linkedin.com/in/nikkimehrpoo Mentioned in the episode ABA Formal Opinion 512: https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/ EU AI Act: https://digital-strategy.ec.europa.eu/en/policies/regulatory-framework-ai GoHighLevel: https://blog.gohighlevel.com/highlevel-101-everything-you-need-to-know/ Triple-E AI Governance Protocol: https://igoverai.com Hardware mentioned in the conversation HP External Monitors: https://www.hp.com/us-en/shop/vp/displays HP Omni Book 7 Laptop: https://www.hp.com/us-en/shop/vp/Hp_Omnibook_7_Series iPhone: https://www.apple.com/iphone/ Software & Cloud Services mentioned in the conversation GoHighLevel: https://gohighlevel.com Gamma: https://gamma.app Effingo: https://effingotech.com/ Text Expander: https://textexpander.com Pixart: https://pixart.ai

📌 To Busy to Read This Week's Editorial? Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. 🤖 This episode explores the real-world story that sparked critical questions about professional responsibility: a North Bethesda prank that went wrong and became a legal cautionary tale. We unpack the implications of AI-generated deepfakes for evidence authentication, client confidentiality, and the fundamental duty lawyers owe to the court. Whether you're navigating emerging tech in your practice or learning how to protect yourself from costly bar complaints, this conversation provides actionable insights into ABA Model Rules 1.1, 3.3, and 8.4. 📋 What You'll Learn: ✅ The technology competence imperative for modern attorneys ✅ How deepfake detection connects to ethical obligations ✅ The clash between client confidentiality (Rule 1.6) and candor to the tribunal (Rule 3.3) ✅ Five practical safeguards to implement immediately ✅ Why the "liar's dividend" threatens judicial integrity ⏱️ In Our Conversation, We Cover the Following: [00:00:00 – 00:01:00] Welcome & episode overview—exploring generative AI and legal responsibility in the digital age 📱 [00:01:00 – 00:03:00] The North Bethesda deepfake incident—a 27-year-old woman's prank turns into criminal charges when her AI-generated photo triggers an emergency response 🚨 [00:03:00 – 00:04:00] The technology competence imperative—ABA Model Rule 1.1 and the 2012 amendment requiring lawyers to understand AI risks 📚 [00:04:00 – 00:05:00] The extent of adoption—31+ states have adopted or adapted tech competence language; it's no longer optional 📍 [00:05:00 – 00:06:00] Three core competencies lawyers need: How AI content is made, detection methods, and proper authentication practices 🔍 [00:06:00 – 00:07:00] Rule 3.3 in the AI era—candor toward the tribunal when evidence authenticity is questioned 🏛️ [00:07:00 – 00:08:00] The liar's dividend phenomenon—how deepfakes undermine trust in all evidence, even genuine materials 🎭 [00:08:00 – 00:09:00] Defending authentic evidence—proactive authentication, metadata, and chain of custody documentation 📊 [00:09:00 – 00:10:00] Rule 8.4 and the ethical precipice—the line between negligence and fraud when submitting unverified digital evidence ⚠️ [00:10:00 – 00:11:00] The Rule 1.6 vs. Rule 3.3 conflict—when client confidentiality must yield to candor with the court 🤝 [00:11:00 – 00:12:00] Disclosure obligations—lawyers must reveal false evidence, even if provided by their own client 📢 [00:12:00 – 00:13:00] Safeguard #1: Invest in education—CLE courses, Florida's three-hour tech requirement, and continuous learning 🎓 [00:12:00 – 00:13:00] Safeguard #2: Establish verification protocols—documentation, metadata demands, and forensic expert consultation 🔐 [00:13:00 – 00:14:00] Safeguard #3: Disclose limitations transparently—admitting gaps in expertise and using Rule 1.1 to bring in qualified co-counsel 👥 [00:14:00 – 00:15:00] Safeguards #4 & #5: Update client agreements and stay alert to evolving guidance from bar associations 📝 [00:14:00 – 00:15:00] The bigger question—what's the long-term cost to justice when digital evidence authenticity is perpetually questioned? 🔮 📚 Resources Connect with Michael D.J. Eisenberg 🌐 Website: https://www.thetechsavvylawyer.com 📧 Email: MichaelDJ@TheTechSavvyLawyer.Page 💼 LinkedIn: https://www.linkedin.com/in/michaeldjeisenberg/ 📱 Podcast: https://www.thetechsavvylawyer.page/podcast Mentioned in the Episode 🔹 ABA Model Rule 1.1 – Competence requirement (amended 2012) 🔹 ABA Model Rule 3.3 – Candor toward the tribunal 🔹 ABA Model Rule 8.4 – Misconduct (dishonesty, fraud, deceit, misrepresentation) 🔹 ABA Model Rule 1.6 – Confidentiality of information 🔹 North Bethesda, Maryland Deepfake Incident – October 2025 case study 🔹 Florida CLE Mandate – Three hours of technology-focused continuing legal education every three years 🔹 40 States, D.C. & P.R. – Jurisdictions that have adopted ABA Model Rule 1.1 technology competence language

My next guest is Lance Kennedy. Lance is a former federal prosecutor who now operates a tech forward criminal defense practice in Texas. He combines his prosecutorial experience with cutting edge AI and automation tools to compete against well-resourced government teams, helping criminal defense attorneys leverage technology for data analytics, digital forensics, and case management across both federal and state courts. Join Lance Kennedy and me as we discuss the following three questions and more! 🎯 What are the top three ways criminal defense attorneys can leverage technology to level the playing field against well-resourced prosecution teams? And how has your prosecutorial experience informed your approach to implementing these tools? With your experience handling both federal cases and state Texas matters, what are the top three technological tools or approaches that criminal defense attorneys should prioritize differently when managing federal cases versus state cases? And how can technology help attorneys navigate the distinct procedural and evidentiary challenges of each system? What are the top three ethical and practical considerations criminal defense attorneys must address when implementing AI tools in their practice? And how can lawyers ensure they maintain the 'human in the loop' while maximizing AI's benefits for client representation? In our conversation, we cover the following ⏱️ 00:00:00 - Introduction 00:01:00 - Guest's Current Tech Setup 00:05:00 - Top Three Ways Criminal Defense Attorneys Can Leverage Technology 00:08:00 - Federal vs State Technology Tools and Approaches 00:10:00 - Top Three Tech Tools Better Than Government Systems 00:13:00 - Data Privacy and PII Protection in AI Tools 00:14:00 - Ethical and Practical Considerations for AI Implementation 00:16:00 - Where to Find Lance Kennedy RESOURCES 📚 Connect with Lance Kennedy 🤝 Website: https://www.lancekennedy.comelitelawyer+1 LinkedIn: https://www.linkedin.com/in/lancelkennedy/voyageaustin Phone: (737) 324-7540 Mentioned in the Episode 💡 Apple Annual Upgrade Program: https://www.apple.com/shop/iphone/iphone-upgrade-program Apple Business Account: https://www.apple.com/business/ Hardware Mentioned in the Conversation 💻 Curved Samsung Monitors): https://www.samsung.com/us/computing/monitors/ iPhone 17 Pro Max (Dual SIM, Orange): https://www.apple.com/iphone/ MacBook Pro (M2 chip, 16GB): https://www.apple.com/macbook-pro/ OtterBox Defender Case: https://www.otterbox.com/en-us/defender-seriesotterbox+1 Secret Lab Gaming Chair: https://secretlab.cosecretlab Software & Cloud Services Mentioned in the Conversation ☁️ Box (evidence sharing): https://www.box.com ChatGPT Pro: https://openai.com/chatgpt/openai+1 Co-Counsel (Westlaw AI): https://legal.thomsonreuters.com/en/products/westlaw-advantagesites.psu+1 Gmail: https://www.google.com/gmail/ Grammarly: https://www.grammarly.comwikipedia+1 Lawmatics (CRM): https://www.lawmatics.comlegaltechnologyhub+1 MyCase (client management portal): https://www.mycase.comresiliencelawgroup+1 Scorpion (website management/advertising): https://www.scorpion.coonthemap+1 Westlaw: https://legal.thomsonreuters.com/en/products/westlaw-advantagelegal.thomsonreuters+1

My next guest is Cordell Brion Robinson, CEO of Brownstone Consulting Firm and a decorated US Navy veteran who brings an extraordinary combination of expertise to cybersecurity. With a background in Computer Science, Electrical Engineering, and law, plus experience as a Senior Intelligence Analyst, Cordell has created cybersecurity programs that comply with the National Institute of Standards and Technology, the Federal Information Security Management Act, and the Office of Management and Budget standards for both government and commercial organizations. His firm specializes in compliance services, performing security framework assessments globally for commercial and government entities. Currently, he's innovating the cybersecurity space through automation for security assessments. Beyond his professional accomplishments, Cordell runs the Shaping Futures Foundation, a nonprofit dedicated to empowering youth through education, demonstrating his commitment to giving back to the community. Join Cordell Robinson and me as we discuss the following three questions and more! 🎙️ 1. What are the top three cybersecurity practices that lawyers should immediately adopt to secure both client data and sensitive case material in their practice? 2. From your perspective as both a legal and cybersecurity expert, what are the top three technology tools or platforms that can help lawyers streamline compliance and governance requirements in a rapidly evolving regulatory environment? 3. What are the top three steps lawyers can take to overcome resistance to technology adoption in law firms, ensuring these tools actually improve outcomes and efficiency rather than just adding complexity In our conversation, we cover the following: ⏱️ - 00:00:00 - Introduction and welcome to the podcast - 00:00:30 - Cordell's current tech setup - Windows laptop, MacBook, and iPhone - 00:01:00 - iPhone 17 Pro Max features including 48MP camera, 2TB storage, and advanced video capture - 00:01:30 - iPhone 17 Air comparison and laptop webcam discussion - 00:02:00 - VPN usage strategies - Government VPN for secure client communications - 00:02:30 - Commercial client communications and secure file sharing practices - 00:03:00 - Why email encryption matters and Mac Mail setup tutorial - 00:04:00 - Bonus question: Key differences between commercial and government security work - 00:05:00 - Security protocols comparison and navigating government red tape - 00:06:00 - Question 1: Top three cybersecurity practices lawyers must implement immediately - 00:06:30 - Understanding where client data comes from and having proper IT security professionals - 00:07:00 - Implementing cybersecurity awareness training for all staff members - 00:07:30 - Practical advice for solo and small practitioners without dedicated IT staff - 00:08:00 - Proper email practices and essential security awareness training skills - 00:08:30 - Handling data from average clients in sensitive cases like family law - 00:09:00 - Social engineering considerations in contentious legal matters such as divorces - 00:10:00 - Screening threats from seemingly reliable platforms - Google Play slop ads as recent example - 00:10:30 - Tenable vulnerability scanning tool recommendation (approximately $1,500/year) - 00:11:00 - Question 2: Technology tools for streamlining compliance and governance - 00:11:30 - GRC tools for organizing compliance documentation across various price points - 00:12:00 - SharePoint security lockdown and importance of proper system configuration - 00:12:30 - Monitoring tools discussion - why no perfect solution exists and what to consider - 00:13:00 - Being amenable to change and avoiding long-term contracts with security tools - 00:14:00 - Question 3: Strategies for overcoming resistance to technology adoption - 00:14:30 - Demonstrating efficiency and explaining the full implementation process - 00:15:00 - Converting time savings to dollars and cents for senior attorney buy-in - 00:15:30 - Mindset shift for billable hour attorneys and staying competitive in the market - 00:16:00 - Being a technology Guinea pig and testing tools yourself first - 00:16:30 - Showing real results to encourage buy-in from colleagues - 00:17:00 - Real-world Microsoft Word example - styles, cross-references, and table of contents time savings - 00:17:30 - Showing value add and how technology can bring in more revenue - 00:18:00 - Where to find Cordell Robinson - LinkedIn, www.bcf-us.com, Brownstone Consulting Firm - 00:18:30 - Company description and closing remarks Resources 📚 Connect with Cordell Robinson: LinkedIn: https://www.linkedin.com/in/cordell-robinson-a2213a4 Company Website: https://www.bcf-us.com Instagram: https://www.instagram.com/brownstone_consulting_firm Shaping Futures Foundation: https://shapingfutures.org Government & Compliance Frameworks: NIST: https://www.nist.gov NIST Time Services: https://nist.time.gov Software & Tools: Apple Mail Encryption Guide: https://support.apple.com/guide/mail/sign-or-encrypt-emails-mlhlp1180/mac Apple Products: https://www.apple.com Microsoft SharePoint: https://www.microsoft.com/en-us/microsoft-365/sharepoint/collaboration Microsoft Word: https://www.microsoft.com/en-us/microsoft-365/word Tenable Vulnerability Management: https://www.tenable.com

My next guest is Tim Semelroth. Tim is an Iowa personal injury attorney from RSH Legal, who leverages cutting-edge AI tools, including Notebook LM for expert testimony preparation, Claude AI for dictation, and SIO for medical records analysis. He shares practical strategies for maintaining client relationships through e-signatures, texting integration, and automated birthday card systems while embracing legal technology. All this and more, enjoy. Join Tim Semelroth and me as we discuss the following three questions and more! What are the top three ways lawyers can leverage AI tools like ChatGPT and Notebook LM to prepare for expert testimony or cross-examination? And how do you ensure client confidentiality when using these tools? What are the top three technology tools or systems that personal injury attorneys should implement to streamline their practice when handling cases involving trucking accidents, medical records analysis, and insurance negotiations? What are the top three strategies you recommend for attorneys to maintain personal relationships with clients and community involvement, while also embracing cutting-edge legal technology to improve practice efficiency? In our conversation, we cover the following: [00:01:00] Introduction and guest tech setup discussion [00:02:00] Dell hardware specifications and IT outsourcing strategy [00:03:00] Smartphone preferences - iPhone 16 and iPad Pro [00:04:00] Cross-platform compatibility between Windows and Mac environments [00:05:00] Web-based software solutions for remote work flexibility [00:06:00] Plaud AI dictation hardware - features and use cases [00:07:00] Dictation while exercising and driving - mobile workflows [00:08:00] Essential software stack - File Vine, Lead Docket, and SIO [00:09:00] AI tools for expert testimony preparation and HIPAA compliance [00:10:00] Simplifying complex legal language for jury comprehension [00:11:00] Using AI to brainstorm cross-examination topics and preparation [00:12:00] Notebook LM audio overview feature for testimony preparation [00:13:00] Client communication preferences - e-signatures and texting [00:14:00] File Vine texting integration for client communications [00:15:00] Case management alerts and notification systems [00:17:00] Client preferences for phone vs. video communication [00:18:00] Rural client challenges and electronic communication benefits [00:20:00] SIO AI platform for medical records analysis [00:21:00] Medical chronology automation and document management [00:22:00] Jurisdiction-specific customization for demand letters [00:23:00] Content repurposing strategy across multiple platforms [00:24:00] LinkedIn marketing for lawyer referral relationships [00:25:00] Multi-channel newsletter approach - digital and print [00:26:00] Print newsletter effectiveness for legal professionals [00:27:00] SEO benefits and peer recognition from content marketing [00:28:00] Client communication policy - 30-day contact requirements [00:29:00] Proactive client outreach through text messaging [00:30:00] Automated birthday card system for client retention [00:31:00] The Marv Stallman Rule - personal marketing through cards [00:32:00] Technology-enabled client relationship management [00:33:00] Contact information and social media presence RESOURCES Connect with Tim! LinkedIn: https://www.linkedin.com/in/tim-semelroth/ Firm Website: https://www.fightingforfairness.com Hardware mentioned in the conversation Dell Precision 5490 laptop: https://www.dell.com/en-us/shop/dell-laptops/precision-5490-mobile-workstation/spd/precision-14-5490-laptop Dell SC2722HX dual monitors (4K): https://www.dell.com/en-us/shop/dell-27-4k-uhd-usb-c-hub-monitor-s2722dz/apd/210-ayue Dell UltraSharp 4K UHD Webcam: https://www.dell.com/en-us/shop/dell-ultrasharp-4k-webcam-wb7022/apd/520-aaul iPad Pro: https://www.apple.com/ipad-pro/ iPhone 16: https://www.apple.com/iphone-16/ Mac (family computer): https://www.apple.com/mac/ Plaud AI Note recorder: https://www.plaud.ai/products/plaud-note-ai-voice-recorder Plaud AI Pin: https://www.plaud.ai/collections/collection-for-all-device Software & Cloud Services mentioned in the conversation Audible: https://www.audible.com/ ChatGPT: https://chat.openai.com/ Claude AI: https://claude.ai/ File Vine (Case Management): https://www.filevine.com/ Lead Docket (Lead Management): https://www.leaddocket.com/ Microsoft Outlook Add-In (File Vine): https://www.filevine.com/integrations/ Notebook LM (Google): https://notebooklm.google.com/ SIO (AI Medical Records Analysis): https://www.supio.com/ Subscribe to The Tech-Savvy Lawyer.Page podcast on Apple Podcasts, Spotify, or wherever you get your podcasts. Don't forget to leave us a five-star review! ⭐️⭐️⭐️⭐️⭐️

My next guest is Stephen Embry. Steve is a legal technology expert, blogger at Tech Law Crossroads, and contributor to Above the Law. A former mass tort defense litigator with 20 years of remote practice experience, Steven specializes in AI implementation for law firms and legal technology adoption challenges. With a master's degree in civil engineering and programming expertise since 1980, he brings a unique technical insight to legal practice. Steven provides data-driven analysis on how AI is revolutionizing law firms while addressing critical privacy and security concerns for legal professionals. 💻 Join Stephen Embry and me as we discuss the following three questions and more! 🎯 What do you think are the top three game-changer announcements from the 2025 ILTA Conference for AI that're gonna make the most impact for solo, small, and mid-size law firms? What are the top three security and privacy concerns lawyers should address when using AI? What are your top three hacks when it comes to using AI in legal? In our conversation, we covered the following and more! 📝 [00:00:00] Episode Introduction & Guest Bio [00:01:00] Steve's Current Tech Setup [00:02:00] Apple Devices Discussion - MacBook Air M4, AirPods Pro [00:06:00] Android Phone & Remote Practice Experience [00:09:00] iPad Collection & MacBook Air Purchase Story [00:12:00] Travel Tech & Backup Strategies [00:15:00] Q1: AI Game Changers from ILTA 2025 Conference [00:24:00] Billable Hour vs AI Adoption Challenges [00:26:00] Competition & Client Demands for Technology [00:35:00] Q2: AI Security & Privacy Concerns for Lawyers [00:37:00] Discoverability & Privilege Waiver Issues [00:44:00] Q3: Top AI Hacks for Legal Professionals [00:46:00] Using AI for Document Construction & Rules Compliance [00:50:00] Contact Information & Resources Resources 📚 Connect with Stephen Embry • Email: sembry@techlawcrossroads.com• Blog: Tech Law Crossroads - https://techlawcrossroads.com• Above the Law Contributions: https://abovethelaw.com• LinkedIn: [Stephen Embry LinkedIn Profile] Mentioned in the Episode • ILTA (International Lawyers Technology Association) Conference 2025 - https://www.iltanet.org• Max Stock Conference - Chicago area legal technology conference• Consumer Electronics Show (CES) - https://www.ces.tech• Federal Rules of Civil Procedure - https://www.uscourts.gov/rules-policies/current-rules/federal-rules-civil-procedure • Apple Event (October 9th) - Apple's product announcement events• Gaylord Conference Center - Washington, DC area conference venue Hardware Mentioned in the Conversation 🖥️ • MacBook Air M4 (13-inch) - https://www.apple.com/macbook-air/ • iPad Pro - https://www.apple.com/ipad-pro/• iPad Air - https://www.apple.com/ipad-air/• iPad Mini - https://www.apple.com/ipad-mini/• iPhone 16 - https://www.apple.com/iphone-16/• Apple Watch Ultra 2 - https://www.apple.com/apple-watch-ultra-2/ • AirPods Pro - https://www.apple.com/airpods-pro/ • Samsung Galaxy (Android phone) - https://www.samsung.com/us/mobile/phones/galaxy/ • Samsung Galaxy Fold 7 - https://www.samsung.com/global/galaxy/galaxy-z-fold7/ Software & Cloud Services Mentioned in the Conversation ☁️ • Apple Intelligence - https://www.apple.com/apple-intelligence/ • ChatGPT - https://chat.openai.com• Claude (Anthropic) - https://claude.ai• Brock AI - AI debate and argumentation tool• Notebook AI - https://notebooklm.google.com • Microsoft Word - https://www.microsoft.com/en-us/microsoft-365/word • Dropbox - https://www.dropbox.com• Backblaze - https://www.backblaze.com• Synology - https://www.synology.com• Whisper AI - https://openai.com/research/whisper Don't forget to give The Tech-Savvy Lawyer.Page Podcast a Five-Star ⭐️ review on Apple Podcasts or wherever you get your podcast feeds! Your support helps us continue bringing you expert insights on legal technology. Our next episode will be posted in about two weeks. If you have any ideas about a future episode, please contact Michael at michaeldj@techsavvylawyer.page 📧

Our next guest is Steve Fretzin. Steve is a renowned business development coach and host of the "Be That Lawyer" podcast. He is dedicated to helping attorneys grow their practices through modern, client-focused strategies that eliminate the discomfort of traditional sales tactics. With decades of experience, Steve's mission is to equip lawyers with the tools they need to build sustainable practices, manage their time more effectively, and cultivate lasting client relationships. In this conversation, Steve outlines the critical technology skills that can transform a solo practice from merely surviving to truly thriving, and many more. Join Steve and me as we discuss the following three questions and more! As you counsel attorneys transitioning from large law firms to solo practice, what are the top three tech skills you believe a solo practitioner must develop to not just survive, but to truly excel and stand out from the competition? Many lawyers feel overwhelmed by the rapid pace of technological change. What are your top three strategies for attorneys who want to embrace technology but don't know where to start? Looking ahead, what are the top three emerging technologies, such as AI and automation, that are reshaping the legal industry? And what are the top three steps lawyers should take now to prepare for these changes, both to improve their own practices and to better serve their clients? In our conversation, we cover the following: [00:35] Steve's Current Tech Setup [13:14] Top Tech Skills for Solo Practitioners [19:49] Strategies for Embracing Technology [26:04] Emerging Technologies in the Legal Industry and Preparing for Technological Changes [33:40] Steve's Book and Podcast Resources: Connect with Steve: Website: fretzin.com/ LinkedIn: linkedin.com/in/stevefretzin/ Podcast: fretzin.com/podcast/episodes/ Facebook: facebook.com/fretzinsteve/ Twitter: @stevefretzin Book Your Initial Consultation: fretzin.com/letstalk/ Marketing Director Email: Christian Rivera chris.rivera.designs@gmail.com Mentioned in the episode: Be That Lawyer: 101 Top Rainmakers' Secrets to Growing a Successful Law Practice: amazon.com/Be-That-Lawyer-Rainmakers-Successful Hardware mentioned in the conversation: Apogee microphone: apogeedigital.com/shop/mics reMarkable 2: remarkable.com/products/remarkable-2 Software & Cloud Services mentioned in the conversation: Backblaze: backblaze.com/ Clio: clio.com/ Filevine: filevine.com/ HoudahSpot: houdah.com/houdahSpot Lawmatics: lawmatics.com/ MyCase: mycase.com/ Notebook.ai: notebook.ai/ QuickBooks: quickbooks.intuit.com/ Setapp: setapp.com/ Squarespace: squarespace.com/ Synology NAS: synology.com/